Accounting Advisor
Collective•San Francisco, CA
•Remote
About The Position
Collective is hiring an Accounting Advisor for a 12-month contract during its peak season. The role supports members by delivering accurate, timely, and meaningful financials, serving as a trusted bookkeeping expert to members and internal partners. The Accounting Advisor manages a portfolio of members, executes monthly closes, maintains accurate ledgers, and provides financial guidance in a fast-paced, high-volume, detail-driven environment.
Requirements
- At least 2 years of accounting or bookkeeping experience.
- Bachelor’s degree in Accounting or a related field.
- Working knowledge of bookkeeping and tax principles.
- Ability to adapt to cloud-based accounting stacks, CRMs, automated workflow tools, and AI.
- Ability to manage high-volume workloads and prioritize effectively.
- Strong attention to detail and clear written communication.
- Ability to support clients and partner teams professionally through asynchronous communication.
- Team-oriented approach with professionalism, integrity, and accountability.
Nice To Haves
- CPA, CB, or CPB credential.
Responsibilities
- Categorize high-volume transactions, optimize automated bank feeds, and evaluate Global and Member rules for accuracy and reasonableness.
- Review and resolve cases flagged by automation through AI exception workflows.
- Reconcile bank, credit card, and other key accounts monthly.
- Prepare and review Profit & Loss and Balance Sheet statements.
- Ensure payroll and tax-related documents are accurate and correctly posted to the books.
- Close member books monthly to streamline year-end tax preparation and compliance.
- Partner with Member Relations and Tax teams on fundamental accounting workflows, financial statement interpretation, and best practices.
- Identify and escalate ledger discrepancies, trend anomalies, or missing data before month-end close.
